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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good Morning,

I would like your opinion on when GSY might be considered an addition to the Balanced portfolio? Is it a matter of sector weighting that would preclude its inclusion? It seems to be a perfect stock for the folio. Growth and a growing dividend.

Sorry for putting the team on the spot!

It’s horrible having made so many prescient selections that subscribers are reduced to questions like this one. Lol
Read Answer Asked by Kelly on August 28, 2021
Q: Hi Peter,
With reported earnings and the potential for dividend hikes later this year, what looks better to you now; Cdn Banks or Cdn Insurance Co's ?
Is there any noticable advantage or disadvantage to holding a covered call on a Company etc if/when they raise their dividend ?
Thank you.

Read Answer Asked by Paul on August 28, 2021
Q: I am confused about the 'paired' nature of this stock as it relates to BAM.A. This seems to suggest that if you own BAM.A there is no point in buying or owning BAMR as they are essentially the same stock. Why even list it, then? It doesn't matter how well the company does or doesn't do as its' share price will remain equivalent to BAM.A. Or is this a temporary thing?
Read Answer Asked by John on August 28, 2021
Q: Hi
Before I posted this question, I went through CMS archives and searched the questions bank here as well. As I didn't get any "hits" I thought of asking you folks.

I was recently told that establishing a Joint Partner Trust is a good way to go if one

a. wants to avoid probate fee even for the primary residence
b. to shelter probate and other fees for assets held in a private corporation
c. transfer wealth to future generations with certain amount of protection.
d. Arguably the best way to go forward if one's adult kids are in the US (through a Dynasty Trust)
Any thoughts about JPT? Especially for professionals who own a private holding company/corporation. If you think JPT is not the way to go, what would you suggest?

An article is begging to be written in CMS!
Many thanks.
Mano.
Read Answer Asked by Savalai on August 28, 2021
Q: Could you recommend 5 Canadian companies that show good growth in appreciation as well as dividend with a buy and hold strategy. Could you please rank them in value and risk.
Thank you.
Read Answer Asked by Dave on August 28, 2021
Q: Would welcome your interpretation of the recent Quarterly Results reported from Roblox, and your opinion on the merits of holding a position in the stock as part of a technology growth-oriented portfolio, or identification of any peers that may offer a better risk/return for a 5-year hold. Thanks as always to you and your staff.
Read Answer Asked by Michael on August 27, 2021
Q: Hi. I'd like your opinion on SHAK as a long term investment. With its strong brand and small(ish) number of locations, over the next 5 years do you think they can deliver similar/better/worse revenue and eps growth numbers that LULU and CMG achieved over the past 5 years. Thanks a lot.
Read Answer Asked by Clinton on August 27, 2021
Q: Would you be able to provide a grading for the following stocks as you currently have for CND companies in the Report section? Would appreciate your thoughts, +A through E for the selected companies.

Any chance you’ll be adding US companies to the Reports one day?

Thanks

Nick
Read Answer Asked by Nick on August 27, 2021
Q: I'd like to invest (5 year time frame minimum) in one or two leading companies that are benefitting from the drive to optimize water resources. Could you rank the best opportunities in this list considering growth, valuation, moat, and stability? Any names missing from this list?
Read Answer Asked by Thomas on August 27, 2021
Q: Hi there,

I am looking to consolidate and sell some stocks. I have listed my stocks that are not performing and would rather invest elsewhere.

Any of the above stocks recommended to hold / sell?

Thanks in advance.
Read Answer Asked by Amy on August 27, 2021
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